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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 17 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Pension Consulting | $50,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $8,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,300 | $91,695+53.0% | $67,575+107.6% | $77,736+80.5% |
| Participation rate | 98.9% | 76.0%+22.9pp | 72.9%+26.0pp | 70.6%+28.3pp |
| Annual return | 11.45% | 14.88%-3.4pp | 3528.98%-3517.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $4,718 | $3,189+47.9% | $2,736+72.5% | $2,728+72.9% |
| Participant deferral / active EE | $4,365 | $3,912+11.6% | $4,003+9.0% | $4,651-6.1% |
| Admin fee / account holder | $76 | $245-69.0% | $3,993-98.1% | $433-82.5% |